auto repair invoice software

We have been featured by PointBlank and CapitalDirect as one of the Top 50 Technology Tools and Software Platforms for Auto Mechanics. Their recent survey of auto repair software gives an overview of what is available on the market for all ranges of auto shops from the large dealership to sole proprietor. The article argues the interesting point where pen and paper of making do with excel alone is not enough to efficiently manage your workshop. Our auto repair shop invoice is listed at No. 19 on the list.

We are delighted to have had our software shortlisted here, and we hope you can see the cost savings our product offers in comparison to some competing products, our goal is simple document and finance management.

We plan on integrating with vehicle and parts databases for the UK and US markets in the near future.

As you may have recently seen, we added support to link customer accounts, and access all customer vehicles from the client dashboard. Now that the ability to link accounts exists, it made sense to use this to produce full customer statements. You will need to link the required accounts you wish to merge, using the provided link on the client dashboard to select the other clients you wish to combine.

When logged in to the client dashboard, and clicking on Client Statement at the top of the screen. You will see a screen similar to above, where you select the date range you wish to produce a report on, here you can select the linked client accounts you wish to see in the statement. The currently active client is highlighted on the client list selection, you are free to select/unselect any of the individual accounts you wish to include. All Transactions are grouped and sorted by date over all transactions to give an overall clear view of a client’s complete account in full detail, including useful information on each vehicle, such as mileage and last service date.

This is the latest in the pipeline of additions on the way for our auto repair invoice software. We have also slightly modified the format of the customer statements to display client and vehicle details more clearly.

We are working on further Google integration for our auto repair invoice software, and now when you link your Google account, adding new customers can look up your Google contacts to auto-fill data such as name, phone number and email address.

If you sign in with your Google account, this feature will be available to you, otherwise you can link your Google account to the Settings page of the app.

We are working on Google Drive backup for PDF copies of your invoices via the export feature, which now supports exporting data to Sage.

You can sync your Bookings management with your Google Calendar, when you create, edit or delete a booking in our auto repair invoice software it will automatically update your Google Calendar with the changes.

This requires that you have linked your Google Account to AutoRepairBill, which can be done by Sign in with Google when you login, or by linking your Google Account from the Settings screen.

We are looking into other features of Google APIs, some of our thoughts are:

We have upgraded our data export feature of our automotive repair invoice software to now include exporting to Excel, and now additionally also Sage. You can export to Sage 50 2011 (v17) and later by using our export feature, either by date, or exporting all data in bulk.

There is also detailed instructions on how to import the generated data files into Sage once you have downloaded them.

The Sage 50 records produced are:

Customer Records

Project Records

Project Transaction Records

On the customers records export file, you will need to specify the nominal ledger to use for your Sage installation, you should edit this in excel, or while using the import wizard, there are detailed instructions available when you are downloading exported data from this app.

This video has been prepared for users who are new to our automotive invoice software, this will guide you through from the first time after logging in after creating an account on autorepairbill.com, and how to proceed after you have signed up for your new account.

This guide will show you the software basics as an introduction, highlighting the primary features. Topics covered include guide to navigation in the software, how to perform basic tasks like creating invoices, making payments, bookings, client management and Repair Order management, and an overview of the sales reporting module.

We are adding this to our to do list of features on the way, we recently published the most requested features from our competition, and are busy on the way towards implementing these upgrades for our automotive invoice software.

As the system currently stands, each new vehicle is created as an individual account, this can make it difficult when trying to manage a customer that has more than one vehicle registered on the system. We plan to introduce the ability to link customers. This will enable our recently added customer statement feature to list all, or a selection of vehicles belonging to a client on one statement, which has obvious advantages for both you and your customers to see where they stand with their auto repair bills.

As always, stay tuned, and follow us here, or on facebook and twitter for updates.

We recently held a facebook competition to gain insight into what our customers would like to see in our auto repair shop software. Many thanks to all those who took part, providing many valuable suggestions, which we are taking on board on a priority basis by demand, and congratulations to our winner of a one year unlimited acccount, Denis O’Carroll, we hope you are happy!

While many suggestions were made, minor and major, we have compiled the following shortlist of next to be added features:

Vendor/Inventory management and better control of part costing.

Repair Order history on the client dashboard.

Automated reminders, for unpaid invoices, and to send for service reminders.

Sales/Income reporting and charts.

More video tutorials.

The RO history is likely the first of the above that we will tackle, as we update the software we will, as always, keep you informed and up to date on new feature rollouts here on our blog and our facebook and twitter profiles.

For some users it can be bewildering to see the many options when first logging in, for this reason we have created this short video to get you up and running with our auto repair shop in no time.

The first thing you will want to do after logging in is to update the Settings for your business, where you can add your contact details, logo, set tax rates and other options required for running the software per your requirements.

To clear the intro screen, you simply click the red Continue button which will bring you to the regular login dashboard, giving you an overview of outstanding invoices and upcoming bookings.

Once you are all setup with your company information, you can begin adding clients, and then invoices once you have created a client.

There is also a link to this video on the welcome screen after you login for the first time after registration.